Top Story
Adviser pension transfer fines portend slew of enforcement
Financial Conduct Authority reiterates its concerns about Sipps in two final notices issued today.
Top Story
European Wealth to list following ‘reverse acquisition’
European Wealth said the listing will allow it to raise money to make further acquisitions.
Top Story
Budget advice black holes and rebate revelations
Week in Brief: The government guarantee of ‘guidance’ is slowly being picked apart.
In Focus
Latest news
FCA panel member ‘tried to fight for IFAs’
A member of the FCA’s smaller business practitioner panel has resigned from his position, citing frustration at the regulator’s engagement with the...
European Wealth to list following ‘reverse acquisition’
European Wealth said the listing will allow it to raise money to make further acquisitions.
Discretionary managers back UK property and equities
Upbeat forecasts for the UK prompts managers to target commercial property and equities.
Strong first full year for Brazier on Threadneedle trust
Threadneedle UK Select trust manager doubles index return in first full year as manager.
Sarasin to rename AgriSar fund and cut fees
Sarasin AgriSar fund to be renamed as Sarasin Food and Agriculture Opportunities fund as group scraps performance fee and lowers annual charge.
FCA redirects £500,000 fines for banned advisers to FSCS
Partners at firm advised their clients to invest £56m in Harlequin, final notices reveal.
Analysis & opinion
Cost of advice review makes for sobering reading
RDR was a chance to get things right, raise your game and make independence the shining light it should be.
The biggest concern is that non-compliant firms could be storing up trouble for the future.
Q&A: Standard Life’s David Tiller on the future of platforms
Advertorial: Head of platform propositions discusses regulatory challenges and how advisers should assess platforms.
Auto-enrolment: Tinker or let it be?
With auto-enrolment making inroads, should it be left to run its course or are fresh incentives needed?
Wheatley has made mistakes but should remain at the helm
FCA’s chief exec understands the problems facing financial services better than most.
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Funds & data
| Fund And Share Class | 1 Year |
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All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.
Money Management Fund Statistics
Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.
Track the latest regulation changes affecting your business...
Shake-up of workplace pensions
Proposals to reshape workplace pensions for future generations have been outlined by the Department for Work & Pensions.
Rules for advisers accepting provider’s cash
Financial Conduct Authority explains what kind of payments advisers can accept from providers.
Permitted cash rebates to retail clients
The Financial Conduct Authority explains when provider can pay cash rebates to retail clients.
Adviser Guides
Guide to Pension Charges
The longer the pension plan has been in place, the wider the variation in charges can be.
1hr
Guide to Selling Income Protection
Anyone who is working should consider how they would manage financially if they were unable to work.
1hr
Guide to Funding Long-term Care
It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.
1hr
Guide to Budget 2014
Chancellor George Osborne boasted tax changes to benefit “the makers, the doers, and the savers”.
1hrMore news
- Pensions
- Small businesses ‘gambling’ with auto-enrolment
- Now: Pensions and ADP in payroll link
- Single rate pension tax relief ‘easier said than done’
- Investments
- Discretionary managers back UK property and equities
- Strong first full year for Brazier on Threadneedle trust
- Sarasin to rename AgriSar fund and cut fees
- Mortgages
- Prospects to get ‘ever harder’ for first-time buyers
- Only London and SE house prices back to 2007 levels
- Banks’ MMR roll-out delayed by technical glitches
- Your Industry
- FCA panel member ‘tried to fight for IFAs’
- European Wealth to list following ‘reverse acquisition’
- Co-op: 2013 is the ‘worst’ in our 150-year history
